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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
626
Legacy Financial Strategies
Kansas
$289K – – –
RIA
627
Regal Investment Advisors
Michigan
$289K – – –
RA
628
Ruggaard & Associates
Ohio
$287K – – –
AWG
629
Altus Wealth Group
Colorado
$286K – – –
RWMH
630
Riverpoint Wealth Management Holdings
Illinois
$284K – – –
SDJVC
631
St. Denis J. Villere & Co
Louisiana
$284K – – –
MCA
632
Maryland Capital Advisors
Maryland
$283K – – –
MWM
633
Modern Wealth Management
Kansas
$283K -$73.4K -537 -21%
CCC
634
Compass Capital Corp
Massachusetts
$282K – – –
SW
635
SkyOak Wealth
Michigan
$280K -$6.97K -51 -2%
FT
636
Fiduciary Trust
Massachusetts
$280K – – –
MC
637
Moors & Cabot
Massachusetts
$277K -$33.8K -247 -11%
KFI
638
Key Financial Inc
Pennsylvania
$276K +$547 +4 +0.2%
FHB
639
First Hawaiian Bank
Hawaii
$274K – – –
SFG
640
Snider Financial Group
Washington
$273K +$410 +3 +0.2%
EPM
641
Elm Partners Management
Pennsylvania
$272K +$5.88K +43 +2%
MA
642
MONECO Advisors
Connecticut
$271K – – –
GWM
643
GSB Wealth Management
Connecticut
$270K +$957 +7 +0.4%
SAM
644
Strive Asset Management
Ohio
$269K -$350K -2,564 -57%
OIA
645
OneDigital Investment Advisors
Kansas
$266K +$261K +1,907 New
LFAS
646
Level Four Advisory Services
Texas
$266K +$22.6K +165 +9%
VCA
647
Verdence Capital Advisors
Maryland
$266K – – –
PFM
648
Peak Financial Management
Massachusetts
$265K -$27.3K -200 -10%
IIL
649
Insight Inv LLC
California
$260K -$14.4K -105 -5%
RWA
650
River Wealth Advisors
Pennsylvania
$260K -$1.37K -10 -0.5%
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